Michael Roman, Financial Advisor located in Gastonia, NC

Financial Advisor
Michael Roman

360 W Main Ave, Gastonia, NC 28052opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • Government Employees

Personal Interests

  • Pets
  • Reading
  • Running

Team Members

  • Lisa Barker
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 671-2073

Fax

(877) 268-8794

Office Address

360 W Main Ave
Gastonia, NC 28052opens in a new window

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